The **Client Setup** provides various Fields which Enables you to Update the Non- Financial Statement Information of your **Client File**. The Information Entered Into any of the Fields Provided will Automatically Save and Update the Annual Financial Statements, and is Easily Updateable, should you Wish to Make any Changes throughout the Compilation.

If a Field is Not Applicable, Simply Leave the Field Blank and the Annual Financial Statements will Automatically Hide this Information on Preview.

On the **Client Setup**, click on the **Relevant Section** in the left navigation bar to jump directly to that Section

Make use of the **Search Bar** to Search for a Specific Section or Feature

This guide offers a guide on how to use the Client Setup in Draftworx Desktop, making it easy for users to navigate the software efficiently.

Draftworx Desktop: Navigating on the Client Setup - DX013